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Fund comparison · from official SEC filings

JFTUX vs JSAAX: how much do they overlap?

JPMorgan Investor Growth Fund and JPMorgan SmartRetirement 2045 Fund
Holdings overlap
49%
of assets, by weight
Shared positions
15
of 24 / 24 holdings
JFTUX expense ratio
0.48%
net, per year
JSAAX expense ratio
0.83%
net, per year
Shared holdings
Company
JFTUX
JSAAX
J
JUEMXJPMORGAN US EQUITY-R6
12.63%
11.08%
J
JIREJPMORGAN INT RES ENH EQTY
8.01%
12.19%
J
JDEUXJPM US RSRCH ENHNCD EQTY-R6
7.56%
11.07%
J
JVAYXJPMORGAN VALUE ADVANTAGE-R6
3.02%
10.57%
J
JCPUXJPMORGAN CORE PLUS BOND-R6
1.46%
8.76%
J
JGLOJPMORGAN GLBL SLCT EQ ETF
3.33%
8.60%
J
JCBUXJPMORGAN CORE BOND-R6
7.89%
2.92%
J
JNEMXJPMORGAN INTL EQTY-R6
4.42%
6.50%
J
JEMWXJPMORGAN EMERG MRKT EQ-R6
2.82%
0.81%
E
EMRSXJPM EMG MRKT RES ENH EQ-R6
2.51%
2.28%
J
JHYUXJPMORGAN HIGH YIELD-R6
1.41%
2.11%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.14%
1.53%
J
JSVUXJPMORGAN SMALL CAP VALUE-R6
1.36%
0.50%
V
VSENXJPMORGAN SMALL CAP EQTY-R6
0.32%
1.00%
J
JEMVXJPMORGAN EMERG MRKT DEBT-R6
0.43%
0.42%
Only in JFTUX
J
JLGMXJPMORGAN LARGE CAP GROW-R6
11.38%
J
JLVMXJPMORGAN LARGE CAP VALUE-R6
10.04%
?
—JPMorgan U.S. GARP Equity Fund
5.22%
J
JMEEJPM SMA & MID CAP EN EQ ET-U
4.43%
O
OIEJXJPMORGAN EQUITY INCOME-R6
3.13%
I
IUENXJP MORGAN INTRNTL FOCUS-R6
2.90%
V
VEUVXJPMORGAN EUROPE DYNAMIC-R6
2.35%
J
JMGMXJPMORGAN MID CAP GROWTH-R6
1.75%
J
JMSFXJPMORGAN INCOME FUND-R6
0.49%
Only in JSAAX
J
JGVVXJPMORGAN GROWTH ADVANTAG-R6
10.62%
B
BBMCJPM BETABUILDERS US MID CAP
3.68%
J
JEMAJPMORGAN ACTIVEBUILDERS EMER
3.02%
J
JPREJPMORGAN REALTY INCOME ETF
1.30%
J
JGSMXJPMORGAN SMALL CAP GROW-R6
0.50%
B
BBREJPM BETABLDRS MSCI US REIT
0.43%
T
T 4.125 01.31.27US TREASURY N/B
0.11%
O
OGW3Generic 3rd 'OGW' Future
-0.01%
?
—N/A
-0.01%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.